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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: cfimx who wrote (2531)	6/16/2000 12:28:00 AM
From: jhg_in_kc	Read Replies (1) \| Respond to of 4690

why dont you short Rambus tomorrow, big fella? As to PWER, let us see where it is in 30 days. <g> eom

To: cfimx who wrote (2531)	6/21/2000 12:31:00 PM
From: jhg_in_kc	Respond to of 4690

Today is a good day to buy PWER (it's up 40 per cent since I bought it a month ago) If you don't like the company, at least check out the industry, which is at powercosm.com. PS If one uses 36 billion, 1.5% royality and a PE of 70, rambus 12 month target is $227/share. The list of companies that may have to line up at Rambus' door could include the entire DRAM industry -- which researcher Dataquest, San Jose, Calif., is projecting will record revenue of $36 billion this year -- techweb.com